The investment era of rebirth

"The momentum is like a rainbow!"

Seeing the rapid rise of the index, all kinds of hot spots and money-making effects in the two cities are emerging one after another, and the market investment sentiment has picked up significantly. In Shenzhen Stock Exchange, inside Xinniu Fund, in the trading room, Liu Xin, the general manager, looked at the fund manager Fang Xinsheng, full of joy and admiration : "This time, we have perfectly stepped on the rebound node of the market, and got a very high-quality main line market chips in the market. The red envelope at the end of the year is very promising!"

Fang Xinsheng nodded slightly, with a look of relief on his face.

To be honest, the rapid dive at the beginning of the morning was a bit beyond his expectation.

"Shenzhen Index, ChiNext Index, and Small and Medium-sized Index Index have now filled in yesterday's gap. Next, the market should not change much." Fang Xinsheng said, "However, at the end of the year, there will usually be some changes in capital. Tightening, after the market holds up here, the height of the rebound may be limited, and our profit expectations should not be set too high!"

Liu Xin said with a chuckle: "It's as much as you can earn! In my opinion...we can catch this wave of market, and as much as we earn, it is equivalent to picking up for nothing."

According to his original idea, at the end of the year, the fund should take a light position or short position to take profit.

As a result, now, under Fang Xinsheng's operation, he is still on the right pace and has a heavy position. Naturally, all the profits are equivalent to exceeding his personal expectations and picking up things for nothing.

"Although the funds will not be very abundant at the end of the year, the Shanghai Stock Exchange Index and the Growth Enterprise Market Index will most likely be in the range of 2300 points to 2500 points, and 1200 points to 1400 points, forming a volatile situation, but..." Mou Zhengxing, the head of the trading team, couldn't help but published My own opinion, "As the core main line of the market, the core hot stocks of the two main lines of 'mobile Internet' and 'smart phone industry chain', there is a high probability that there is still a new high, or a chance to be a bull? If these stocks... …If we can set a new high, or be a long-term seller, then our expected profit margin is about 25%.”

Fang Xinsheng responded: "Whether the expectation you mentioned can be realized depends on the evolution of market sentiment and changes in volume. Actually, I am thinking..."

Fang Xinsheng paused, and said: "Fortune Road has increased its positions on the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', and involved billions of funds at every turn. The intensification effect, but I am afraid it is also a double-edged sword!"

"How to say?" Liu Xin asked.

Following Liu Xin's inquiry, Mou Zhengxing, the leader of the trading team, also looked at Fang Xinsheng with some doubts.

Seeing the expressions of the two of them, Fang Xinsheng smiled and replied: "It's very simple. The funds from Fortune Road have no less impact on the long-short sentiment in the market than the unexpected good and bad news that has a major impact on the market. Well, judging from the previous buying and selling experience of this channel of funds, as long as his seat appears on the dragon and tiger list, no matter whether he buys or sells, it will have an extremely obvious impact on the subsequent market trend."

"He continued to buy ... everyone is happy, of course."

"If he continues to sell, as long as he shows an attitude of liquidation, it will be difficult for the core market related to it to continue."

"And such influencing conditions..."

"This has caused the core market of the main line that he participated in on a large scale. In the early stage, the market will develop rapidly and the emotions will be quite intense. Under the suppression of large-scale positions, the relay funds that dare to participate will drop sharply, resulting in insufficient market acceptance and restricting the continued development of the market.”

"After all, at a relatively high position, everyone is afraid that the wealth road will suddenly be smashed for the relay funds."

"This is another prisoner's dilemma!" Fang Xinsheng sighed and continued, "So...the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain' are induced and driven by the funds of Fortune Road. Now, how far we can go is really uncertain.”

"Although Fortune Road's heavy position will form a constraint on the market height and affect the subsequent normal follow-up relay funds, but in essence...the two core lines of 'mobile Internet' and 'smart phone industry chain', Is it still the market with the strongest future expectations?" Mou Zhengxing questioned, "If the market has no other mainline market, it can produce a continuous profit-making effect, can carry large-scale capital follow-up, can support the index, and replace the 'mobile Internet', The two core lines of 'smartphone industry chain' have completed the process of 'high-low switching' in the market. I think that as long as the profit-making effects of the two main lines of 'mobile Internet' and 'smartphone industry chain' can continue, they will still be active. With so many active funds in the field, even if they don’t want to chase the high relay, I’m afraid they will have to passively chase the high relay.”

Unlike Fang Xinsheng's prudence...

He is quite optimistic about the market outlook, especially for the two core main lines of 'mobile Internet' and 'smart phone industry chain'.

After all, no matter how you analyze it, at this time, the market can't find any other core main line that can replace the "mobile Internet" and "smart phone industry" in terms of future expectations, performance outbreaks, emotional guidance, and capital accumulation. Chain' the two main lines to complete the task of leading the market and leading the breakthrough of the index.

Moreover, in his opinion...the market has not tried before.

'Shanghai Free Trade Zone', 'Restructuring Backdoor', 'Securities, Venture Capital' and many other previous main lines of the market are all attempts by various funds in the market, but as a result... there is no single main line that can continuously drive The sentiment and sentiment of the entire market can have such strong future expectations of the two core lines of 'mobile Internet' and 'smart phone industry chain', as well as the ability to explode future performance.

"Currently, the two main lines of 'mobile Internet' and 'smartphone industry chain' are indeed the strongest conceptual lines in the market, and they are also the easiest areas to gather popularity, emotions, and funds to lead the index to breakthrough." Fang Xinsheng said , "But the market trend...whether it is the index or the main line market trend, will not be static."

"In the context of the restart of the IPO, the valuation of these concept stocks has been passively suppressed. Coupled with these two core lines, compared with other sectors and other concept stocks this year, they have risen too much, too much. Even in the future Expectations are still good, but a little overdrawn."

"At this current position..."

"From the technical level, financial and emotional analysis, we can intervene."

"But we can't get too deep. We really think that these two main lines can continue, and we really hope that the stock prices of related popular stocks can rise to the sky."

"It's always good to be cautious."

"I agree with Mr. Liu, let's treat this market as a year-end red envelope market, as a rebound market, and lower expectations appropriately, so as to avoid having too many expectations in the end. At this moment, I missed the opportunity to reduce my position and sell."

"Wealth Road will intensify the market in the early stage, and restrict the development of the market in the later stage."

"So, my suggestion is that in the follow-up, when the core popular stocks of the two main lines of 'mobile Internet' and 'smartphone industry chain' have risen by more than 20% from the bottom, we should not continue to increase positions on a large scale. Maintain the current dynamic balance of positions, and sell as much as you buy on that day."

"Yes!" Liu Xin completely agreed upon hearing Fang Xinsheng's words.

He is actually quite disgusted with the continuous chasing and buying, and Fang Xinsheng's strategy is exactly what he wants.

Of course, he essentially...

I didn't expect Fang Xinsheng, who followed up with heavy positions in the past two days and did not hesitate to grab funds at high positions. At this moment, the ChiNext Index has risen by more than 3%, and the two cities have fully completed the transformation from short positions to long positions. His trading strategy, Trading strategies will usher in such a big change.

Originally, he thought that Fang Xinsheng would continue to scramble for funds after the bullish trend in the market became clear.

Of course, this also shows that Fang Xinsheng is not a radical "performance-only" fund manager as he thought before, but a rather steady, meticulous, aware of opportunities, understanding of risks, and well-founded advances and retreats. As a fund manager, he has the feeling of "picking up a treasure" by poaching people at a high price.

And with the three people's different views on the market...

The time has passed 1:15, and the stock index fluctuated sideways in the range of 0.75% to 1%, while the small and medium-sized board index and the ChiNext index both broke through to around 3.5%. More than 20 of the concept sectors related to the main line of the mobile phone industry chain and its popular stocks have hit the daily limit, and 16 have blocked the daily limit. The market is booming.

At the same time, on the major stock trading network forums, in the major communication groups.

The majority of investors are already extremely emotional, and countless people are chasing up and Masukura, shouting to buy!

Then, at 1:20, with the two main lines of 'mobile Internet' and 'smartphone industry chain' continuing to be popular, and with almost all relevant popular stocks rising to intraday highs, funds from all walks of life began to buy bottoms and follow suit. Other concept areas overflow.

At 1:22, concept sectors such as 4G communication and electronic information advanced by leaps and bounds, and all-round changes were pulled up.

At 1:25, the concepts of semiconductors and new materials moved up.

At 1:28, the low was oversold, and the "backdoor restructuring" that had been abandoned by the main funds for more than half a month achieved an oversold rebound.

At 1:31, the low consumption of medicine and food received financial attention.

At 1:35, automobiles and white goods continued to rise. Gree Electric Appliances and Midea Group, the two home appliance duo stocks, rose by more than 5% one after another. Great Wall Motors, Changan Automobile, BYD and other vehicle stocks also rose by more than 5% .

At 1:42, the "securities and venture capital" that have fallen sharply for several days ushered in a rebound. The heavyweight stocks that Huijin and Huajin used to protect the market yesterday, such as banks and two barrels of oil, also began to shrink their losses. Even the market expectations were poor. , Coal, non-ferrous metals, steel, liquor and other sectors that are in the trough of the cycle are also attracting the attention of a lot of bottom-hunting funds at this moment.

At 1:55, all industries and all concept sectors in the two cities reached the red plate state, and the entire market... ushered in a general rise.

At 1:58, after "mobile games" and "wearable devices", the "Internet Finance" concept sector rose by more than 5%, ushering in a wave of daily limit, and at this moment, the ChiNext index stood at 1255 points, It rose more than 4%. Nearly 200 constituent stocks, except for a few suspensions, all the rest were red, and none of them fell.

At 2:01, the Shanghai stock index rose by more than 1.5%, and the two concept sectors of automobiles and white goods rose by more than 3%.

"Oh my god, the ChiNext index has an amplitude today, almost catching up with yesterday."

When the entire market rose sharply, the momentum was like a rainbow, and when there were breakthroughs one after another, inside Yanjing, Anlan Fund, and in the trading room, Xie Wanting was shocked: "Sure enough, there must be a sharp rise. Today's GEM refers to this big positive line. It really boosted morale and market investment confidence."

"The market is seriously oversold in the short term, and coupled with the intensification of the wealth road, it is reasonable to see a retaliatory rebound." Beside Xie Wanting, Zhou Guohua said, "In any case, after these two days of violent shocks , the bad news of the IPO restart in the market has been digested.”

"If the market follows..."

"If there is no new major bearish suppression, the Shanghai Stock Exchange Index and the Growth Enterprise Market Index should still touch the annual highs set in the previous period."

"As for whether a breakthrough can be made, if the amount can be maintained at around 1000 billion at this stage and cannot be really enlarged, then it is estimated to be difficult."

"But regardless of whether it can break through or not, the market should have completely broken out of the previous bear market stage."

"It is very difficult to reappear the previous trend of infinite negative decline."

Xie Wanting nodded, agreeing with the teacher's analysis, paused, and turned her head to ask: "Then what does the teacher think of the two core lines of 'mobile Internet' and 'smart phone industry chain'? Can popular stocks reach new highs?"

"In the short term, it should be difficult!" Zhou Guohua said, "Many popular stocks have not a single bit of locked-in chips piled up at the top, and the previous stocks fell from the top too fast and too quickly. I haven’t had time to digest it, and it’s going to go up in a wave...without sufficient market volume to support it, it’s hard to sustain it, unless the trend lasts longer and wears on slowly.”

"But often, it's an institutional play."

"With this wave of market adjustments, Fortune Road has used the news of 'market IPO restart' to attract the securities and venture capital sectors. As for stocks with equal weight, there are no institutions holding positions in the popular core stocks of the small and medium-sized board and the GEM at the moment, and most of them are private equity funds and hot money, and private equity funds and hot money usually have no patience, and it is difficult to consume the top stocks little by little. The lock-in plate, slowly grinding up the stock price."

"so……"

"I guess, the high point of the rebound of the two main lines of 'mobile Internet' and 'smart phone industry chain' in this wave should not exceed the high point set by the previous wave."

"Of course, if the timeline is extended..."

"With the two main lines of 'mobile Internet' and 'smartphone industry chain' still having strong future expectations, some popular stocks with promising prospects and the ability to achieve explosive performance have a high probability of being able to surpass the previous highs and go out of the market. A new uptrend."

"The era of intelligence, the era of mobile Internet..."

Zhou Guohua smiled and said: "As a financial investor, no matter how slow the cognition is, at this time, you should realize that the combination of hardware and software in these two fields is really a major trend of future economic development, and it is also a hidden investment opportunity. The biggest vent."

"So, regardless of this wave, whether these popular stocks can reach new highs."

"These two areas are investment areas worth exploring."

"I estimate that among the two main lines of investment, 'Huaqingbao, Fenda Technology, Wangsu Technology, Changqu Technology...' This batch of bull stocks is just the beginning, and it just opened the curtain of future trends. I am afraid there will be countless opportunities and bull stocks generated within these two main lines."

"Yeah!" Xie Wanting happily replied, "Indeed, I have the same idea as the teacher."

"and……"

Xie Wanting paused for a moment, and continued: "I feel that Mr. Su on Fortune Road may have the same idea. He killed him with the 'returning carbine'. Retail investors at the top of the two core main lines of popular stocks in the industry chain, and because of this, chased into the main board fields such as 'securities and venture capital', and lost the two core main lines of 'mobile Internet' and 'smart phone industry chain'. I feel that... he should be clearing up the bargaining chips of the two main lines of 'mobile Internet' and 'smart phone industry chain' on a large scale through one out and one in, and reorganize the chip structure."

"If that's the case..." Zhou Guohua smiled and said, "Then this handwriting is not ordinary!"

Xie Wanting responded with a little embarrassment: "I am also guessing, but fortunately this time...we have completely followed the pace of his adjustment of positions. No matter what kind of motivation he has in his heart, we have no It has too much influence, anyway, this time...he will never get rid of me."

"Wan Ting..." Zhou Guohua pondered for a moment, and said, "It's good to follow the trend, but we still have to make our own judgments on buying and selling points, so that we don't get confused when we can't grasp the other party's motives, and no one can operate. The formation of a trading system still requires independent thinking, and only by taking your own independent path, on the road of market transactions, can you remain invincible forever."

It is easy to lose yourself if you follow others.

The essence of financial transactions is the judgment of cognition, so there are two widely circulated sayings that "every trader can only make money within cognition" and "money earned by luck will always be reclaimed by ability." Lose back' words.

And following others, without your own cognitive judgment, is to make money by luck.

One day, with my own cognitive ability, I will lose money back.

Seeing the teacher's earnestness, Xie Wanting was silent for a while, then nodded seriously, and then... then turned her gaze back to the trading market.

At this time, the time has passed 2:15, and the trading situation in the two cities has stabilized.

The stock index fluctuated around 1.5%, and the ChiNext Index fluctuated between 3.5% and 4.2%. The time-sharing trading volume of the two cities has begun to shrink significantly compared with the previous trading hours.

This shows that the market volume cannot be further expanded, and the index cannot be further raised here.

Of course, this is also due to the fact that many popular stocks within the day have already sealed their daily limit and cannot release too much energy. Other non-core concept stocks have also risen to intraday highs during the previous index counterattack. Investors who have not entered the market do not have strong expectations for these tickets, so they hesitate to follow suit at a high level, which leads to the market being here, unable to release too much energy, and unable to continue to rise.

But the index, despite the volume problem, has stagnated here.

But it is also difficult to dive and fall.

Because after most of the market counterattack for most of the day, the investment sentiment in the entire market has picked up across the board, and after the wave of rapid diving demonstrations in the early morning, the expectation that "diving is a buying point" is almost the general view of the entire market at this moment, so ...Indices often start to fall and dive, and the market's time-sharing capacity will increase month-on-month, with a large influx of undertakings.

So... in the subsequent trading hours.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, ChiNext Index, Small and Medium-sized Board Index... All important indexes in the entire market basically maintained a strong shock until the close.

Finally, when the market closes at 3 o'clock.

The Shanghai designated price was at 2336.21 points, an increase of 1.62%; the GEM designated price was at 1251.46 points, an increase of 3.89%. The 1269 billion mark that everyone is looking forward to.

In addition to indexes, sectors and individual stocks.

All industries and concept sectors in the two cities are all red today, and the phenomenon of general rise is relatively obvious.

Among them, the concept sections related to the two main lines of 'mobile Internet' and 'smartphone industry chain' are the absolute core of the market's attention, and among these related concept sections, 'mobile games' and 'wearable devices' , 'Internet Finance', 'Apple Concept', and 'Domestic Software', all rose by more than 5%, supporting the entire ChiNext and SME board indices.

Other conceptual sectors such as 'Complete Vehicles', 'White Home Appliances', 'Mobile Payment', and 'Smart City' also performed well today, outperforming the strongest GEM index.

In terms of popular stocks, Fenda Technology has shrunk its daily limit, realizing the second daily limit after the floor board.

It has also become the core leading stock with the most popularity and attention in the current market.

Others such as Huaqingbao, Changqu Technology, Netspeed Technology, Huake Jincai, Shanghai Steel Union, Tianyu Information, Speed, Xinwei Communication, LeTV, Huayi Brothers, Meisheng Culture, Yaoji Technology... And many other popular and popular stocks have also blocked their daily limit successively, and the profit-making effect is extremely hot.

Of course, it is in the fields of complete automobiles and white goods today.

Great Wall Motors, Gree Electric Appliances, Midea Electric Appliances, Changan Automobile and other large-cap stocks with relatively large circulations have risen by more than 7%, showing an extremely strong state, which still greatly exceeds market expectations and has attracted the attention of many large funds. , and wantonly follow suit.

After the market closes...

The vast majority of investors in the market, regardless of institutions, hot money, or retail investors, except for those investors who were out of the game early in the early dive and cut their meat at low positions, the vast majority of investors are extremely excited and excited in their hearts. After all, this is the market. After a lapse of many days, after a continuous plunge, it is rare to see a general rise in the Dayang line.

And as the bullish sentiment continues to pervade, investors are discussing excitedly, sharing with each other how many daily limit boards they caught today and how much they earned.

Analysts from major institutions and major financial media.

He also gave full play to his role as a "market trumpeter", and continued to sing more desperately for various reasons and analysis.

Of course, under the macro background that the regulatory authorities have set the tone for the market long ago, and the market IPO restart plan is waiting to be safely implemented, these so-called "market trumpeters" can only go wildly. Singing empty at this time is disregarding the overall situation and maliciously emptying the market.

And in the entire market, regardless of online or offline, regardless of institutions, large or small households.

When they are immersed in the joy of elated.

The Dragon and Tiger List announced and refreshed at 5:[-] p.m. also poured a layer of hot oil on the rekindled flame of market sentiment.

only see...

On the refreshed Dragon and Tiger List, Fortune Road once again entered the buying seats of 5 popular stocks, with a total purchase of 3.6 million!